BFG
Bouchey Financial Group Portfolio holdings
AUM $1.11B
AUM
$1.11B
AUM Growth
-$35.7M (-3%)
Cap. Flow
+$12.5M
Cap. Flow % of AUM
1.12%
Top 10 Holdings %Top 10 Hldgs %
70.6%
Holding
153
New
5
Increased
54
Reduced
52
Closed
15
Top Buys
| 1 | $3.77M | |
| 2 | $2.03M | |
| 3 | $1.7M | |
| 4 | $1.69M | |
| 5 | $1.57M |
Top Sells
| 1 | $1.37M | |
| 2 | $1.28M | |
| 3 | $847K | |
| 4 | $714K | |
| 5 | $629K |
Sector Composition
| 1 | Technology | 6.88% |
| 2 | Consumer Discretionary | 2.21% |
| 3 | Financials | 1.02% |
| 4 | Healthcare | 0.41% |
| 5 | Communication Services | 0.41% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $463K | 0.04% | 7,815 | – | – | |||
| $460K | 0.04% | 5,070 | – | – | |||
| $459K | 0.04% | 5,216 +110 | +2% | +$9.67K | |||
| $439K | 0.04% | 7,112 +452 | +7% | +$27.9K | |||
| $428K | 0.04% | 6,037 -222 | -4% | -$15.7K | |||
| $423K | 0.04% | 2,477 -93 | -4% | -$15.9K | |||
| $420K | 0.04% | 3,528 -378 | -10% | -$45K | |||
| $415K | 0.04% | 1,958 +7 | +0.4% | +$1.48K | |||
| $413K | 0.04% | 436 +2 | +0.5% | +$1.89K | |||
| $410K | 0.04% | 5,060 | – | – | |||
| $408K | 0.04% | 6,762 +332 | +5% | +$20K | |||
| $392K | 0.04% | 3,813 -272 | -7% | -$27.9K | |||
| $387K | 0.03% | 7,773 +91 | +1% | +$4.53K | |||
| $359K | 0.03% | 4,219 -84 | -2% | -$7.15K | |||
| $359K | 0.03% | 1,617 -91 | -5% | -$20.2K | |||
| $352K | 0.03% | 1,760 +99 | +6% | +$19.8K | |||
| $349K | 0.03% | 2,328 -570 | -20% | -$85.5K | |||
| $342K | 0.03% | 2,578 +45 | +2% | +$5.96K | |||
| $336K | 0.03% | 2,008 -70 | -3% | -$11.7K | |||
| $330K | 0.03% | 8,080 -476 | -6% | -$19.5K | |||
| $326K | 0.03% | 1,213 +6 | +0.5% | +$1.61K | |||
| $325K | 0.03% | 2,721 -315 | -10% | -$37.6K | |||
| $320K | 0.03% | 8,819 -362 | -4% | -$13.1K | |||
| $312K | 0.03% | 615 +24 | +4% | +$12.2K | |||
| $312K | 0.03% | 2,840 | – | – |
